Talk of The Villages Florida - View Single Post - Help Lack of Follow Through MICHAEL WHITAKER & ASSOCIATES, LLC
Thread: Help Lack of Follow Through MICHAEL WHITAKER & ASSOCIATES, LLC
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Old 11-03-2021, 09:42 AM
Boomer Boomer is offline
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Vicar, please carefully note post #35 by catholmes99 and posts #39 and #40 by Jayhawk. They are giving you extremely valuable information.

If you want to start finding a connection to a new brokerage now, Fidelity and Schwab are right here and you can talk to someone in person. They can give you as much or as little advice on investments as you want. They can definitely help you with transfers though if you want to get that done before you proceed with anything further.
Last edited by Boomer; 11-03-2021 at 09:56 AM. Reason: I got the post numbers wrong — corrected now